When people first consider working with us, it is because they have questions about how to better position themselves to make, save, or pass down more money.
Money is a challenging topic to discuss. Everyone has different emotions, education, and experience with it. Some people have a great financial understanding, others are completely in the dark.
The fact is many of us don’t know what we don’t know when it comes to money and wealth.
The mission of Advant Wealth is to arm our clients with our knowledge and tools, so that they might take advantage of the resources available to potentially better their circumstances. We bring the all-too-complicated world of investments, financial planning, and asset protection to light for people with various levels of understanding.
Money is an essential piece of modern life. We must use it everyday, and respect the part it plays in our lives. If we have no idea how it grows, how to keep it, and how it erodes from our lives, then we are at a disadvantage.
As a young man, I was fortunate to have access to a few people who were self-made millionaires. They mentored me in the way that money works in the higher levels of society.
They opened my eyes to what really goes on and what the rich actually do to keep and grow the wealth they have accumulated. In a very real sense, the rich are playing by a different set of rules than most of society.
Today, I understand that there are ways we can protect ourselves, and gain a much better value out of our investments and assets than through the conventional channels.
Our knowledge is your Advantage
The reason I founded Advant Wealth is to help people have the same advantages that I now have. Sharing the best ideas I have about wealth management and secured investing is my focus.
With my partners in the company, we aim to bridge the gap between the wealthy and middle class through information and financial literacy. We are always looking for ways to enhance the portfolios of our clients. Our passion lies in giving our clients the opportunity to become financially secure and live their best lives.
If you have questions about how to better manage your financial decisions, you can reach out to us to see how we can help. Our associate program can also offer you insider insights to help increase your financial knowledge.
DISCLAIMER: This blog is for informational purposes only and is not individualized financial advice.